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Medallion Wealth Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Medallion Wealth Advisors’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.29K Sell
131
-2,289
-95% -$97.2K ﹤0.01% 861
2025
Q4 		$99.8K Buy
2,420
+283
+13% +$11.6K 0.03% 359
2025
Q3 		$86.5K Buy
2,137
+68
+3% +$2.71K 0.03% 373
2025
Q2 		$82.9K Buy
2,069
+431
+26% +$16.2K 0.03% 377
2025
Q1 		$58.8K Buy
1,638
+419
+34% +$15.5K 0.03% 398
2024
Q4 		$43.9K Buy
+1,219
New +$45.9K 0.02% 435

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Medallion Wealth Advisors's DNL Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 95% in Q1 2026, selling an estimated $97.2K and leaving 131 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Medallion Wealth Advisors first reported a position in DNL in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.8K in Q4 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Medallion Wealth Advisors held 131 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $5.29K as of Q1 2026.
  • Medallion Wealth Advisors sold 2,289 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $97.2K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #861 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $99.8K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.